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The Rally 6/30/23

Halftime Report

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The Importance of Following the Cash Flow

"This economy just is stronger than people expected, right? Think about three months ago when Silicon Valley was imploding and everybody said here it comes. It didn't happen," he says. "That's why people have been following the cash flow and they've been going into mega cap tech." 'I'm sticking with the overweight to cyclicals,' Benzinga CEO adds.

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